Title: Certified Financial Planner Practitioner
Company: Summit Brokerage Services, Inc.
What was the best business advice you ever received?
Never buy a stock that you're not willing to hold forever. The best stocks are the ones you never have to sell, but that doesn't mean you can't change your mind.
If you could choose another profession, what would it be?
A college professor, because it's much better to teach a man to fish than to give him one.
What's the biggest risk you have taken in your career?
"In a Jerry Maguire moment," leaving my former broker dealer of 17 years and a decade as a special product manager to take my wealth management practice independent with Summit Brokerage and, by the way, I have never been happier.
If you could travel anywhere in the world, where would you start?
In my own backyard where I have everything I need, a beautiful home and the family that I love, but then we would start in Italy not only because they have a great family culture, but they have good pasta and good wine.
-- Angie Monroe